Most mortgage brokers these days rely on spreadsheets to keep track of their client lists as well their sales tracking.  There are some that even still use plain old pen and paper records, tucked away in some filing cabinet somewhere.  If they were to shop around online however and come up with the times, mortgage brokers will realize that there is actually some really good software that can help them with their client tracking as well as sales.  Life would definitely be easier with a management tool like this.

What is mortgage CRM software?  CRM stands for customer relationship management.  It’s used to help track relationships with clients and prospects within the mortgage industry.  The real estate market today is somewhat unpredictable with prices climbing and dropping in the blink of an eye.  Mortgage rates continue however for the long term to increase steadily.  The market has been taking advantage of the lower rates the past few years and it is ever-expanding nowadays.  Mortgage companies because of this are now having to utilize advanced mortgage CRM software to keep track of the chaos.

CRM Software can be used to develop and keep track of a client base.  It can also be used to manage and generate leads.  Many CRM software is customizable as well.  They can be modified to target a specific location and include demographics in the lead gen search for a potential client.  The mortgage software can help you keep track of prospects that had purchased homes during a period where high-interest rates prevailed.  This comes in handy for instance if mortgage rates drop and you now have at your fingertips, potential clients that you can now target to sell to.

Mortgage CRM solutions can also help you with proposals.  It can create proposals quickly and in a professional and presentable format.  Mortgage brokers and realtors can really benefit from the use of a good client relationship management software.

Unify CRM delivers an excellent CRM solution that makes customer relationship management feel like a breeze to manage.  After logging in, you can generate leads, check leads and automate your ad campaigns very quickly.  This makes for a more efficient sales process overall.